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Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/09/2021)

  • Timeframe Return
     
  • 3 mths 1.17%
  • Financial yr to date 1.17%
  • 1 yr (% pa.) 32.32%
  • 3 yr (% pa.) 11.82%
  • 5 yr (% pa.) 12.01%
  • 7 yr (% pa.) 10.20%
  • 10 yr (% pa.) 11.71%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
1.17% 1.17% 32.32% 11.82% 12.01% 10.20% 11.71%
See past returns
Asset allocation
  • Type Target
  •   Australian Shares 100%
  •   S&P/ASX 300 Accumulation Index 80%
  •   FTSE/ASFA Australian High Dividend Yield Index 20%